Employer Industry
Financial Services and Healthcare Technology
Why consider this job opportunity
- Salary up to $150,000 + Commission
- Flexible hybrid work model with business casual dress code
- Comprehensive benefits including medical, dental, vision, and parental leave
- 401k matching program and professional development reimbursement
- Flexible personal/vacation time off and paid holidays
- Access to discounts on fitness clubs, travel, and more!
What to Expect (Job Responsibilities)
- Present, promote, and sell products and services to prospects and existing customers in the asset management and brokerage industry
- Collaborate with subject matter experts to help prospective customers develop their business vision and how the employer’s solutions can aid their success
- Establish and maintain positive business relationships to ensure future sales and customer satisfaction
- Expedite the resolution of customer issues and complaints to maximize satisfaction
- Analyze market potential, track sales, and provide management with reports on customer needs and competitive activities
What is Required (Qualifications)
- 10+ years of enterprise sales experience, preferably in Transfer Agency, Brokerage, or Asset Management Technology
- Deep understanding of Transfer Agency, Brokerage Sub Accounting, Mail Center Solutions, and Record Keeping Technology preferred, but not required
- Thorough knowledge of the enterprise asset management ecosystem
- Proven experience managing a territory with a strong desire to succeed
- BS/BA degree is required
How to Stand Out (Preferred Qualifications)
- Experience in consultative sales with a target-driven mindset
- Strong motivation and superb sales skills to achieve sales targets
Equal Opportunity Statement
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
Recruitment Notice
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.